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Gainify
$NVDA posted $46.7B in revenue in Q2 FY25
Two customers of NVIDIA represented almost 40% of total sales in Compute & Networking:
💰 Customer A = 23% → ~$10.8B
💰 Customer B = 16% → ~$7.5B
Who do you think they are Customer A and B?
$MSFT? $AMZN? $META? $GOOGL? https://t.co/52xLl6brHj
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$NVDA posted $46.7B in revenue in Q2 FY25
Two customers of NVIDIA represented almost 40% of total sales in Compute & Networking:
💰 Customer A = 23% → ~$10.8B
💰 Customer B = 16% → ~$7.5B
Who do you think they are Customer A and B?
$MSFT? $AMZN? $META? $GOOGL? https://t.co/52xLl6brHj
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Julian Goldie SEO
Google's NEW Free AI Image Update is INSANE 🤯
Want the full guide? DM me. https://t.co/vyeD97AHuk
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Google's NEW Free AI Image Update is INSANE 🤯
Want the full guide? DM me. https://t.co/vyeD97AHuk
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Simplifying Stocks, CPA
BREAKING ⚠️
🇺🇸 U.S. TREASURY JUST BOUGHT BACK $1.4 BILLION OF ITS OWN DEBT YESTERDAY https://t.co/9DPtDQMF3Z
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BREAKING ⚠️
🇺🇸 U.S. TREASURY JUST BOUGHT BACK $1.4 BILLION OF ITS OWN DEBT YESTERDAY https://t.co/9DPtDQMF3Z
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Julian Goldie SEO
Den: New FREE AI Super Agent DESTROYS Manus & Genspark? 🤯
Want the full guide? DM me. https://t.co/oO6QBU3G7f
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Den: New FREE AI Super Agent DESTROYS Manus & Genspark? 🤯
Want the full guide? DM me. https://t.co/oO6QBU3G7f
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Aadit Sheth
This guy literally dropped the best life advice you'll ever hear https://t.co/UNyB4wz28x
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This guy literally dropped the best life advice you'll ever hear https://t.co/UNyB4wz28x
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Umesh
Video creation has never been this fast.
or this smart.
@Video_Ocean_AI GPT-5 video agent turns your prompt into a finished film
It generates the script, visuals, audio, and animations automatically.
You stay in control: approve, tweak, or modify at any stage.
⬇️ I tested it out and here is the result.
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Video creation has never been this fast.
or this smart.
@Video_Ocean_AI GPT-5 video agent turns your prompt into a finished film
It generates the script, visuals, audio, and animations automatically.
You stay in control: approve, tweak, or modify at any stage.
⬇️ I tested it out and here is the result.
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Joss López
Presets are the new prompts. Higgsfield x Kling 2.1 = instant chaos, instant content.
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Presets are the new prompts. Higgsfield x Kling 2.1 = instant chaos, instant content.
We dare you to find a better offer.
For the first time in forever. Unlimited Free Kling 2.1 Master in 1080p with 25 brand new presets. 7 days to make the most out of this unprecedented offer.
A major reason to go Ultimate+.
Retweet = full Kling Preset guide in your DMs. https://t.co/sFqOH3ZpXz tweet
Dalius - Special Sits
$QIPT has intrigued me for a while now. The activist/takeover sage has resumed yet again.
Forager (10% holder) has returned with yet another offer. It’s essentially the same as their May proposal but without the one-week “take it or leave it” condition. The bid is non-binding at $3.10/share, implying a 17% spread from current levels.
Management quickly rejected it, saying the offer materially undervalues the company and pointing out that operations have improved since May. Interestingly, it also surfaced that Forager had made a $3.90/share bid back in January, which had not been previously disclosed.
The key question is: what’s the game here? Forager doesn’t seem large enough to take the company private on its own. With ~$355m AUM, this would be an unusually concentrated bet. Their privatization track record is limited as well—the only other case I’m aware of is an unsuccessful attempt to acquire the Salt Life brand from Delta Apparel during its Chapter 11.
Given that, it’s hard to view Forager as a credible buyer without a partner. The bid is non-binding, so they can make broad claims about financing and due diligence, but that doesn’t necessarily mean much. More likely, they’re trying to put their struggling investment in play after failing to see a public market re-rating.
From a valuation perspective, I don’t see much upside in QIPT. The stock trades broadly in line with larger peer $AHCO on an EBITDA basis, yet on a free cash flow basis (adjusting for equipment loan repayments) the business is effectively burning cash.
This name was fairly popular on fintwit a few months back, so I’d be interested in hearing what others see that I might be missing, particularly regarding business quality and valuation.
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$QIPT has intrigued me for a while now. The activist/takeover sage has resumed yet again.
Forager (10% holder) has returned with yet another offer. It’s essentially the same as their May proposal but without the one-week “take it or leave it” condition. The bid is non-binding at $3.10/share, implying a 17% spread from current levels.
Management quickly rejected it, saying the offer materially undervalues the company and pointing out that operations have improved since May. Interestingly, it also surfaced that Forager had made a $3.90/share bid back in January, which had not been previously disclosed.
The key question is: what’s the game here? Forager doesn’t seem large enough to take the company private on its own. With ~$355m AUM, this would be an unusually concentrated bet. Their privatization track record is limited as well—the only other case I’m aware of is an unsuccessful attempt to acquire the Salt Life brand from Delta Apparel during its Chapter 11.
Given that, it’s hard to view Forager as a credible buyer without a partner. The bid is non-binding, so they can make broad claims about financing and due diligence, but that doesn’t necessarily mean much. More likely, they’re trying to put their struggling investment in play after failing to see a public market re-rating.
From a valuation perspective, I don’t see much upside in QIPT. The stock trades broadly in line with larger peer $AHCO on an EBITDA basis, yet on a free cash flow basis (adjusting for equipment loan repayments) the business is effectively burning cash.
This name was fairly popular on fintwit a few months back, so I’d be interested in hearing what others see that I might be missing, particularly regarding business quality and valuation.
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Julian Goldie SEO
I just scraped 50 local dentists in 60 seconds.
No coding, no expensive tools—completely FREE 🎯
THE EXACT PROCESS:
Want the template? DM me.
https://t.co/BF9Jjb9fu1
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I just scraped 50 local dentists in 60 seconds.
No coding, no expensive tools—completely FREE 🎯
THE EXACT PROCESS:
Want the template? DM me.
https://t.co/BF9Jjb9fu1
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Simplifying Stocks, CPA
RT @FinFluentialx: $NVDA just reported earnings
- Revenue of $46.7B which grew 56%
- EPS of $1.08 which grew 61%
☑️ Both beating analyst estimates
Q3 Revenue is expected to be $54.0B vs the estimates of $46.7B 🤯
Nvidia also approved an additional $60B in share buybacks
$NVDA -2.4% https://t.co/L4QRFEY5rr
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RT @FinFluentialx: $NVDA just reported earnings
- Revenue of $46.7B which grew 56%
- EPS of $1.08 which grew 61%
☑️ Both beating analyst estimates
Q3 Revenue is expected to be $54.0B vs the estimates of $46.7B 🤯
Nvidia also approved an additional $60B in share buybacks
$NVDA -2.4% https://t.co/L4QRFEY5rr
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